Section
Energy
Oil, gas, power, critical minerals and energy security.
6 published articles
Featured
Oil: Maritime Transport Is Becoming a Decisive Factor in Crude Pricing
For decades, the global oil market has been understood through a relatively straightforward equation: production, consumption, and inventories determined most price movements. That framework is becoming increasingly inadequate.
AnalysisRecent publications
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EnergyOil: The Crisis Shifts to Marine Fuels
Disruptions to fuel oil exports from the Middle East and Russia are creating new pressures on marine fuel markets.
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EnergyDiesel: The Real Breaking Point of the Global Economy
The oil crisis of 2026 has exposed a vulnerability deeper than the availability of crude: the global economy's ability to produce, transport and distribute the fuels on which its industries depend.
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EnergyAsia: Natural Gas Is Losing Its Status as a Transition Fuel
Long presented as the essential fuel for moving away from coal, liquefied natural gas is facing an increasingly uncertain future in Southeast Asia's electricity sector.
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EnergySouth Korea: The Transition Turns Industrial
Fifty years ago, South Korea was building steel mills, shipyards and petrochemical complexes to lift itself out of an economy that was still poor. In the 1990s, it invested in electronics, telecommunications and semiconductors to enter the digital economy. In 2026, Seoul is opening a new chapter. This time, the objective is no longer simply to produce more, but to rebuild part of the productive system around a constraint that has become strategic: energy.
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EnergyData Centers: The End of Electricity on Demand
For decades, electricity was an almost invisible variable in the digital economy.